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I wonder if someone knows the answer to this.
We have several worksflows going out to customers using email templates in CRM that are 100% standard looking - so just plan text and some links.
If I wanted a nicer template from Clickdimensions, could that be done easily?
Thanks in advance
I'm assuming you've got Clickdimensions installed on your current CRM environment and looking to use a template created by Clickdimensions in your workflow like how you would send a email template via a workflow. It is possible. You can read more on how to do this below:
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